Dawn M Terbush

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → Present
  Nylife Securities Llc
  Melville, NY
• 04/2015 → Present
  New York Life Insurance Company
  Melville, NY
• 03/2025 → Present
  Eagle Strategies Llc
  Melville, NY

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; 520 Broad hollow Road, Melville, NY 11747; Start Date 11/2018; Role/Title: Independent Contractor; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [Southern CA BNI; professional networking group; 2920 Calle Frontera, San Clemente, CA 92673; Start Date 03/2022; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; visitor host][IBO Excellence; networking group meeting weekly to exchange referrals; 25 Melville Park, Melville, NY 11747; Start Date 11/2023; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; president-run meetings][Terbush Management Services, Inc; Engineering project management services. I will have engineers providing the day to day operations and I will be the oversight of the company.; 76 Bay Road, Halesite, NY 11743; Start Date 02/2026; Role/Title: Owner; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-20
• S63 Uniform Securities Agent State Law Examination
  2015-09-01

Other Names

• Dawn M Kostrzewski